The Associate Financial Planner (AFP) will be trained to provide ongoing day-to-day support for a Senior Financial Advisor’s fee-only book of business. Through hands-on mentoring, the AFP will learn the wealth management business, our unique investment strategy and the intricacies of managing the complete client experience. Our goal would be to develop the AFP into a Financial Planner within 3-5 years, at which time he or she would independently manage a sleeve of firm clients. Compensation will be extremely competitive and commensurate with professional experience.
Duties & Responsibilities:
Position requires 50+ hours/week
Reports to Senior Financial Planner
Assist Senior Financial Planner with client communication
Independently assist clients with service requests
Coordinate meeting preparation, note taking during client meetings, and completion of meeting follow-up / task delegation
Assist Senior Financial Planner with portfolio rebalancing recommendations
Independently implement and communicate portfolio enhancements to clients
Synthesize client/prospect data to develop customized financial plans
Think independently to improve and streamline our service model and operational procedures
Develop presentation materials and proposals to assist the Senior Financial Planner in obtaining new business
CFA, CPA, or CFP required to advance to Financial Planner
Pass Series 65 within 90-days
Knowledge & Skills
Financial and/or accounting industry experience required
Strong work ethic
Strong written and verbal communication skills
Ability to work independently and effectively on a team
Strong knowledge of MS tools including Word, Excel and PowerPoint
Experience with Bloomberg, Tamarac and/or other rebalancing software preferred
About Blue Chip Partners, Inc.
Blue Chip Partners, Inc. is a privately owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan that was recently named as a 2017 and 2018 Financial Times Top 300 Registered Investment Adviser. We provide personalized financial planning and asset management services. Blue Chip Partners serves as a fiduciary to over 425 client relationships who collectively have over $600 million in assets under management. We employ a sector-weighted, individual stock approach that focuses on companies that generate consistently increasing dividends across all market cycles. Our focus and commitment to managing the full scope of our client’s financial planning and investment management needs has enabled the firm to experience rapid growth. Blue Chip Partners looks to continue this support and commitment to current and future clients alike by adding to its professional and credentialed staff. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer.
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